Contour Asset Management as of March 31, 2026
Portfolio Holdings for Contour Asset Management
Contour Asset Management holds 27 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 10.9 | $337M | 1.2M | 287.56 | |
| Block Cl A (XYZ) | 8.9 | $273M | 4.5M | 60.18 | |
| Lyft Cl A Com (LYFT) | 5.2 | $159M | 12M | 13.30 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 5.1 | $156M | 1.8M | 85.02 | |
| Broadcom (AVGO) | 5.0 | $153M | 495k | 309.51 | |
| Tesla Motors (TSLA) | 4.8 | $149M | 401k | 371.75 | |
| Iron Mountain (IRM) | 4.8 | $148M | 1.4M | 102.14 | |
| Maplebear (CART) | 4.7 | $146M | 3.9M | 37.46 | |
| Roblox Corp Cl A (RBLX) | 4.6 | $142M | 2.5M | 56.56 | |
| Rocket Cos Com Cl A (RKT) | 4.6 | $141M | 9.9M | 14.25 | |
| Bill Com Holdings Ord (BILL) | 4.2 | $128M | 3.3M | 38.30 | |
| Global E Online SHS (GLBE) | 3.7 | $115M | 3.7M | 30.85 | |
| Paypal Holdings (PYPL) | 3.6 | $111M | 2.4M | 45.23 | |
| Trimble Navigation (TRMB) | 3.6 | $110M | 1.7M | 65.23 | |
| Oracle Corporation (ORCL) | 3.1 | $94M | 639k | 147.11 | |
| Qorvo (QRVO) | 3.0 | $94M | 1.2M | 77.40 | |
| MKS Instruments (MKSI) | 2.8 | $86M | 375k | 229.81 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 2.6 | $81M | 5.1M | 15.92 | |
| Liberty Global Com Cl A (LBTYA) | 2.4 | $73M | 6.1M | 12.09 | |
| ViaSat (VSAT) | 2.3 | $70M | 1.5M | 45.80 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 2.1 | $66M | 205k | 321.40 | |
| Take-Two Interactive Software (TTWO) | 2.1 | $63M | 320k | 197.50 | |
| Akamai Technologies (AKAM) | 1.8 | $56M | 489k | 114.85 | |
| Applied Materials (AMAT) | 1.6 | $48M | 141k | 341.79 | |
| Liberty Global Com Cl C (LBTYK) | 1.0 | $31M | 2.6M | 11.73 | |
| Wayfair Cl A (W) | 0.8 | $25M | 329k | 75.21 | |
| 4068594 Enphase Energy (ENPH) | 0.8 | $24M | 621k | 37.81 |
